Recent Clients & Transactions

We specialize in supporting growth-stage companies that have established revenue and cash flow as they plan for and execute major transactions including mergers and acquisitions, private placements, public offerings, obtaining debt, and other capital markets and divestiture / liquidity events. Additionally, and on a selective basis, we support pre-cash-flow companies fulfill project finance needs. Below is a select cross section of some of our recent transactions.
RaivenCapital

Raiven Capital

Venture Partner

Global early-stage technology venture capital fund with a first fund of $35M USD

Advising on launch of Indigenous-led tech fund

Telco

Major Canadian Telco

Advisors to C-Suite

Indigenous telecommunications infrastructure projects

Originated and advising on opportunities valued over $1B CAD

NaturalGas2

Canadian Renewable Natural Gas Developer

Investment Banking Advisors

Renewable natural gas infrastructure platform

Closed project financing of $40M+ CAD, generated equity interest from major O&G firms

Kanata Clean Power

Finance Advisors

Indigenous-led renewable power projects

Support for capital preparation and raise

Canada Rare Earth

Investment Banking Advisors

Canadian rare earth vertical and horizontal business integrator

Supply chain development and mine development capital for mining and processing projects

Spectrum

Investment Banking Advisors

Latin American renewable power developer

Ongoing sale mandate on $400M USD PV project and $30M USD construction bridge


Vertical Harvest

Investment Banking Advisors

U.S. indoor agriculture scaling

Lead $30M USD Series B financing

CO2

Private O&G Producer

Finance Advisor

Large-scale carbon project

$20M CAD debt restructure

Bus

Transportation Industry Roll-up

Investment Banking Advisors

Transportation industry electrification innovator

M&A and capital support

Global Cobalt

Founders & Finance Advisors

Battery metals project developer

Multiple equity raises, M&A, and EBRD funding, strategic investment from EPC

Turnium

Finance Advisors

Canadian tech innovator in the SD-WAN space

M&A, venture debt raise, ongoing Board support

Airbeam

Investment Banking Advisors

Canadian IoT and Smart City 5G microchip and software producer

M&A, restructuring, strategic telco partner advisory and origination, venture equity

H2

H2 Ventures 1

Investment Banking Advisors

Hydrogen-targeted CPC

$5M IPO on TSX-V

IZON Technology

Investment Banking Advisors

U.S. digital media innovator

Asset buyout from public company, advisory on restructuring and seed equity
IoT2

IoT Developer

Investment Banking Advisors

Canadian IoT device and platform innovator

Advisory on IPO

PlantBased2

Plant-Based Food Company

Finance Advisors

Innovative Canadian plant-based protein manufacturer

Capital preparation advisory, multiple venture term sheets

O&G2

Small-Cap O&G Producer

Finance Advisors

Small Canadian traditional O&G producer operating in the U.S.

Advising on restructuring and oversubscribed equity raise